Real understanding and first-hand experience

Built by the Scott family to serve their wealth and the wealth of families like yours, Sandaire brings deep knowledge to your family’s unique needs.

Our story is your story.

While every family of wealth has their own distinct story, we all share pivotal moments that form part of our family lore, whether in recent times or the distant past. Times of triumph, of tough choices and pioneering paths taken. It’s what makes each family wonderfully unique, but it is also a common bond, irrespective of whether wealth is situated at the first or fifth generation of its lifecycle.

Our history.

Sandaire’s journey began over a century ago with the pioneering approach and spirited personalities of the Provincial Insurance Company. A path that three generations later – following the sale of Provincial – led to the formation of a family office to meet the investment needs of the Scott family. As expertise widened, so did our offer, creating today’s multi-family office working with extraordinary families to manage their multigenerational wealth needs.

1903

1918

1922

1994

1996

2012

2017

2019

The Provincial Insurance Company is founded by Sir James Scott in Manchester.

Provincial moves from Bolton to its new Head Office, Sand Aire House in Kendal, Cumbria.

The Scott brothers invite distinguished economist John Maynard Keynes to provide investment advice. A year later he joins the Provincial Board.

Provincial had grown to employ 2,200 staff with a turnover in excess of £350m. Offices through the UK, plus Hong Kong, Singapore, Australia and Kenya.

Sandaire is founded by Alex Scott to manage the wealth of the family following the sale of Provincial.

Sandaire opens an office in Singapore to extend services to families in Asia and enhance our global investment capabilities.

James Fleming (L) joins Sandaire as Chief Executive and Warwick Newbury (R) as Chairman.

Sandaire builds on its investment office service, launching private equity, real estate and corporate finance businesses.

Our values.

As stewards of wealth, it is important to remember our values are not just about past performance, or how Sandaire is performing today. It is also about providing a framework to ensure it will perform well for future generations.

Pioneering.

We strive to stay at the forefront of our industry, both through our exceptional service and our unique approach tailored to you.

Thoughtful.

Our ideas are driven by you and your family. We approach your needs with careful consideration.

Committed.

We dedicate considerable time to building lasting, meaningful relationships with you, as well as our partners and advisers.

Supportive.

We understand that achieving multigenerational wealth is challenging, complex and highly personal. We make it our business to help you on that journey.

Independent.

We are unconditionally impartial, striving to act in your best interests and always with integrity.

Our people.

Our people are experts and have held senior roles across the breadth of the financial services industry in asset management; private banking; private equity; sustainable, responsible and impact investment; professional trusteeship and accounting.

Our Investment, Real Estate, Corporate Finance and Private Equity teams have over 250 years of combined investment experience. This expertise, coupled with our network of professional partners is the lifeblood of our firm and allows us to give confident, effective and highly valuable advice to clients.

Alex Scott

Founder

As Founder of Sandaire, Alex sets the standard for the level of client service and commitment to wealth stewardship that clients expect.

James Fleming

Chief Executive Officer

James is an experienced Chief Executive and a leader of businesses focused on Private Wealth Management and broader financial services.

Warwick Newbury

Chairman

Warwick has extensive experience as a Chairman in private banking and wealth management businesses, and a strong track record in building successful organisations.

Bruce Offergelt

Chief Financial Officer

Bruce’s breadth of involvement across the firm, combined with his genial manner, helps define and nurture the firm’s strategy.

Andrew Waldren

Chief Operating Officer

Andrew is responsible for operations, IT, HR and facilities and oversees both the day-to-day operating aspects of Sandaire as well as leading various projects to improve the operational capability and effectiveness.

StJohn Gardner

Chief Investment Officer

StJohn is responsible for Sandaire’s investment strategy, leading the Investment Management team in the allocation of client capital to the various asset markets and the analysis and selection of appropriate investments.

Charlotte Filsell

Head of Client Relationship Management

Charlotte leads Sandaire’s Client Relationship Team and has principal responsibility for ensuring the delivery of exemplary client service.

Chris Horler

Managing Director, Real Estate

Chris is a Chartered Surveyor with over 30 years’ experience in Real Estate and will provide real estate portfolio, transaction and asset management services and advice to new and existing clients.

Michael Mowlem

Managing Director, Private Equity

Michael leads Sandaire’s Private Equity business and is responsible for sourcing, reviewing, making and monitoring new investments in private equity funds and direct investments in businesses.

Paul Staples

Managing Director, Corporate Finance

As part of the Sandaire leadership team, Paul is dedicated to providing entrepreneurs, family-owned businesses or single family offices with the highest quality independent advice.

Marc Cane

Head of Risk & Compliance

Marc is responsible for overseeing operational risk and compliance for Sandaire and has over 20 years of experience working in Compliance departments.

Andy Mattocks

Head of Corporate Development

Andy is the architect of the business strategy, navigating the development and implementation of Sandaire’s plans, alongside being responsible for the marketing function.

Charles Peacock

Client Relationship Director

Charles works closely with his clients, specifically advising family, trust and endowment clients on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two families’ needs are the same.

Janet Tarbet

Client Relationship Director

Janet works closely with clients, specifically Entrepreneurs, on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two families’ needs are the same.

Samuel Bosanquet

Client Relationship Director

Sam works closely with clients, including a number of Single Family Offices, on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two family’s needs are the same.

Joseph Jawad

Client Relationship Director

Joseph works closely with his clients, typically international family relationships, on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two families’ needs are the same.

Robert Stokely

Real Estate Director

Robert is responsible for sourcing on and off-market real estate investment opportunities in accordance with each clients’ investment strategy and risk profile as well as for devising and setting asset management strategies to maintain and enhance income and value.

Stuart Fox

Investment Director

Stuart is involved in all aspects of the investment process with a particular focus on equity tactical asset allocation recommendations . He also manages a number of client portfolios.

Ahmed Javed

Corporate Finance Director

Ahmed is a trusted adviser for clients requiring corporate finance advice encompassing mergers, acquisitions, disposals, management buy-outs and buy-ins, corporate restructurings and fundraisings.

Adam Barber

Investment Director

Adam contributes throughout the investment process at Sandaire with a particular focus on asset allocation and fixed income. He is also responsible for the management of a number of client portfolios.